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Tony Kendzior, CLU, ChFC
Tony Kendzior, CLU, ChFC is a semi-retired entrepreneur in financial services. Since 1975, his financial practice has served his community as a trained insurance agent, investment ...visualizza altroTony Kendzior, CLU, ChFC is a semi-retired entrepreneur in financial services. Since 1975, his financial practice has served his community as a trained insurance agent, investment advisor and financial planner. Early on he earned his status as a Chartered Life Underwriter, or CLU, and as a Chartered Financial Consultant or ChFC. Ultimately he established his own Registered Investment Advisor firm, Florida Wealth Advisors, LLC.Today he continues to live in North Central Florida, building new relationships with busy people thinking about their retirement. You can learn about his ideas, his publications, and his way of thinking and teaching at his personal and professional website https://floridawealthadvisors.com/Among his books here on Smashwords is Captive Wealth, which comes in two editions: the 2023 Novice Edition for the business owner recently exposed to the concept of captive wealth and the second, the 2023 Professional Edition, designed for accountants, attorneys, financial advisors and other members of an advisory team. Both are in depth explorations of a contemporary financial strategy for successful small business owners (private medical practices, athletes, tech companies, etc.) looking for ways to grow their wealth by making their business enterprise more tax efficient. Tony is a fiduciary with a personal and professional commitment to clients, knowing that if they succeed, so will he.visualizza meno
Libri di Tony Kendzior, CLU, ChFC
CapAlt Risk Solutions Business Owners Edition Your Retirement Future: Things to Think About TODAY Valutazione: 0 su 5 stelle0 valutazioniThe Dynamics of Retirement Valutazione: 0 su 5 stelle0 valutazioni